When you entered the CPA profession -- whether it was 5 or 25 years ago -- you were trained to focus on the technical compliance elements of serving clients. Clients now expect to get far more than just compliance from their CPAs. This webinar will coach you on how to go from technician to advisor in order for you to best serve your clients and maximize the value you provide. This session will be of value to seasoned practitioners looking to change the way they service clients, as well as relatively new CPAs looking to grow within their organization.
Examine how you and your firm practices, and make adjustments to your processes to align with your future path
Develop a list of questions you can utilize with clients to better analyze their needs and potential service offerings
Learn how to create a collaborative network of other professionals to better serve your clients
Jason has been serving clients since 2003, providing tax, accounting and consulting advice to individuals and closely-held businesses, with a focus on professional services, medical and veterinary practices, individual taxation and business start-ups. Jason also consults on other financial matters, including improving business and personal cash flow, business organization and succession planning. Jason speaks at national conferences on a range of topics such as leadership training, private practice management, CPA firm top issues and practice development, as well as facilitating Trusted Business Advisor classes for the AICPA. Jason is a board member of the Children's Grief Center of New Mexico, a finance committee member for the American College of Veterinary Internal Medicine and a member of the Executive Committee for the Private Company Practice Section of the American Institute of CPAs. Jason has served as President of the Active 20-30 Club of Albuquerque and National President of Active 20-30 Club US & Canada in the past. In 2011, Jason was honored as one of New Mexico's "40 under Forty" by the New Mexico Business Weekly. Outside of the office, Jason enjoys spending time with his wife, Tina, his son, Levi, and their dogs. His hobbies include travelling, home-brewing beer and watching football as an avid Seattle Seahawks fan.